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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,771 | $209,874+101.9% | $189,537+123.6% | $167,536+152.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.23% | 748.61%-739.4pp | 555.34%-546.1pp | 478.82%-469.6pp |
| Employer contribution / active EE | $31,173 | $6,913+350.9% | $6,161+406.0% | $4,839+544.2% |
| Participant deferral / active EE | $15,167 | $8,934+69.8% | $8,220+84.5% | $6,342+139.1% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |